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BenefitsLink Message Boards > Retirement Plans > Distributions and Loans, Other than QDROs
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  1. Can a 401(k) plan accept a rollover from a SEP? (2 replies)
  2. Incarcerated participant - can spouse authorize distribution? (6 replies)
  3. In Service Withdrawal as Rollover (2 replies)
  4. Min Distrib and Former Key (3 replies)
  5. Beneficiary found check issued years ago, what to do? (1 reply)
  6. Early Withdrawal at age 59 1/2 (1 reply)
  7. Renovation loan.... 15years? (5 replies)
  8. ADP refunds - for $3 each (0 replies)
  9. TEFRA 242(b)(2) (1 reply)
  10. Remedy for PSP distribution to estate, not designated beneficiary? (1 reply)
  11. participant deceased.... existing loan... no spousal consent for loan (2 replies)
  12. In-Service withdrawal (4 replies)
  13. RMD-are the model amendments in Rev. Proc. 2002-29 mandatory? (4 replies)
  14. RMD from PSP that includes after tax contributions (6 replies)
  15. Rolling Over Installment Payments Made For Less Than 10 Years (3 replies)
  16. Death distribution and rollover (0 replies)
  17. Automatic Rollovers - Notice 2005-5 & Puerto Rico residents (0 replies)
  18. Involuntary cash-out in profit sharing plan offering annuities (1 reply)
  19. How do you get a refund/credit of a participant's prior year's federal tax withholding? (5 replies)
  20. Distribution Code Chart (2 replies)
  21. Death Precedes RMD, payee = estate or beneficiary? (3 replies)
  22. Election form signature over 90 days old (1 reply)
  23. Treatment of Participant Loan at Death (0 replies)
  24. Electronic filing and mismatch of ID # on 1099-R (2 replies)
  25. Is an involuntary cash-out provision a protected distribution option? (2 replies)
  26. Lost Distribution Check - Rollover Options (4 replies)
  27. Former spouse distribution rights (9 replies)
  28. Reducing Automatic R/O from $5k to $1k => later deciding to move it back up to $5k (1 reply)
  29. Rollover Dist. (0 replies)
  30. Rollover from 401K to Roth IRA (2 replies)
  31. Loan and subsequent withdrawal- balance leave only loan (2 replies)
  32. Automatic Cashout - Multiple Beneficiaries (2 replies)
  33. Automatic Rollovers-Amending (2 replies)
  34. Is there a penalty for not remitting tax witholding on distributions electronically? (4 replies)
  35. Automatic rollovers--consequences of lowering the cash-out limit to $1,000 (12 replies)
  36. Pension Payments Deferred thru Employer Error (0 replies)
  37. 1099-R in name and TIN of deceased instead of beneficiary (1 reply)
  38. Taxes withholdings from unrelated plans and filing under one 945 /1099R EIN (1 reply)
  39. ESOP distributions - not enough cash to withhold 20% and required state withholding (0 replies)
  40. Calculating Earnings for a Gap Period (4 replies)
  41. Withholding more than 20% from a distribution? (5 replies)
  42. Plan distribution - Overpayment (5 replies)
  43. RMDs (2 replies)
  44. Recovery of basis (2 replies)
  45. Excess deferrals from participation in multiple plans (13 replies)
  46. Modifications to Substantially Equal Periodic Payments (2 replies)
  47. Hardship Withdrawal-reinstatement of deferral 6 mths later (2 replies)
  48. automatic rollovers--lowering the cash out limit to $1,000--the benefits, rights, and features test (1 reply)
  49. Can a money purchase plan offer loansor hardship withdrawals? (2 replies)
  50. amending automatic rollover threshold to $1,000 (4 replies)
  51. IRA Depositories (2 replies)
  52. This is a question for TPAs, regarding the Automatic Rollover rules. (0 replies)
  53. Avoiding MRD by 5% owners after age 70 1/2 (2 replies)
  54. involuntary consent to distribution (2 replies)
  55. Final Regulations Issued: Repayment of Previously-Taxed Participant Lo (1 reply)
  56. PS58 and MRD's (2 replies)
  57. Tax withholding schedule of deposits - corporate vs. plan trust (2 replies)
  58. Installment Payments- ERD and Withholding (1 reply)
  59. Revised 1099-R codes for corrective distributions (3 replies)
  60. 1099-R Question: What happens if employer pays terminated participant distribution out of business instead of plan? (13 replies)
  61. Distribution Code - Death payout that was donated? (0 replies)
  62. 1099R with no Social Security number (5 replies)
  63. 401k loans and bankruptcy (4 replies)
  64. Distribution code for loan default (3 replies)
  65. Disobedient Party and Rule 70 (15 replies)
  66. Divorce revokes beneficiary designation - in which states? (17 replies)
  67. Re-deposit of funds from a hardship distribution (0 replies)
  68. Question RMD after date of death (1 reply)
  69. Maximum Loan Amount (3 replies)
  70. Maximum Distribution Time Frame? (4 replies)
  71. What are the filing requirements with regard the 1096 and 945 in a year when the plan has no distributions? (20 replies)
  72. 1099R for post tax deferral distribution (1 reply)
  73. Age 59 1/2 and monthly payments (1 reply)
  74. Loan default - out on workers comp, not termed (2 replies)
  75. When does the RMD have to begin? (14 replies)
  76. early withdrawal of 401k to buy house (4 replies)
  77. 10 year averaging question.... (0 replies)
  78. IRS Notice 2005-5 on automatic rollovers (7 replies)
  79. How to distribute balance over $5,000 - Plan Terminating (2 replies)
  80. Repayment of Cash Out Distributions - EE restore? (19 replies)
  81. Aggregating RMD from inherited IRAs- when is it allowed? (2 replies)
  82. What is the difference between an installment payment and a periodic payment? (4 replies)
  83. 1099-R Distribution Code in Box 7 (5 replies)
  84. "Retired" for determining RMD beginning date (0 replies)
  85. Vendors for accepting mandatory rollover amounts (2 replies)
  86. Amended 1099R - zero dollars (1 reply)
  87. What are stirpes? (14 replies)
  88. Escheating money to state for missing participants. Anyone done it? (6 replies)
  89. Loan for just one quater-is this OK (2 replies)
  90. 1099-R coding clarification (0 replies)
  91. Treatment of outstanding loans in plan merger or trust to trust transf (3 replies)
  92. 70.5 Distributions required for Surviving Spouse? (3 replies)
  93. trust as beneficiary/death of participant before RBD (4 replies)
  94. Hardship w/drawl question (9 replies)
  95. Rollovers of 'mandatory distributions' (4 replies)
  96. Is IRC 414(k) still in effect? (3 replies)
  97. Distribution timing - withdrawal date or check date? (10 replies)
  98. Controlled Group - Transfer Loan from Plan A to Plan B to follow employee from Company A to Company B (0 replies)
  99. Are MRD elections still necessary (2 replies)
  100. Deceased Key employee whose non-spousal beneficiary is a participant in the plan (1 reply)
  101. ERISA, STATUTE OF LIMITATIONS (5 replies)
  102. Death Distribution to non-spouse beneficiary (4 replies)
  103. In-Service Distributions and Top Heavy Testing (2 replies)
  104. Distribution to Beneficiary of Non-Spouse Beneficiary (3 replies)
  105. Mandatory rollovers under 2550.404a-2 (5 replies)
  106. Distribution from IRA as a result of a divorce (5 replies)
  107. Historical Applicable Federal Rates (2 replies)
  108. Modifying Loan Policy (3 replies)
  109. RMDs not taken due to family attribution error (0 replies)
  110. Distribution -- Installment Payments (5 replies)
  111. State withholding on minimum distributions (3 replies)
  112. Distribution of a Deemed distribution (1 reply)
  113. In service withdrawal for 72 year old? (3 replies)
  114. Can Terminated Participant Change Mind about Deferring Money Purchase Benefit (1 reply)
  115. Interpretation of bene des (1 reply)
  116. 1099-R coding for death distributions (5 replies)
  117. Timing of RBD due by 4/1/05 (2 replies)
  118. RMD, Plan Termination, Successor Employer (1 reply)
  119. Automatic Rollover - Amounts under $1,000? (3 replies)
  120. life expectancy option irrevocable or changeable (8 replies)
  121. TEFRA 242(b) election (1 reply)
  122. Annuity purchase to pay non spousal beneficiaries (1 reply)
  123. Terminate today, get my money, and hire me back tomorrow…… (12 replies)
  124. In-service withdrawal of employer contributions on account of hardship (1 reply)
  125. Installments payments via in-service for an active participant? (2 replies)
  126. Hardship w/d for medical expense (1 reply)
  127. Distribution from a DB following attainment of NRA (as defined in the Plan) but while still employed (1 reply)
  128. Loan never defaulted, now wants new loan (1 reply)
  129. Death of Participant - Beneficiary Confusion (4 replies)
  130. Status of loan when payments are withheld but not submitted (1 reply)
  131. Discouraging Loans (7 replies)
  132. Defaulted Loan not reported (3 replies)
  133. Loan Fee (3 replies)
  134. 100% withholding/missingparticipants (10 replies)
  135. RMD Optional? (1 reply)
  136. Any definite IRS authority on written amendment requirement for automatic rollover? (9 replies)
  137. the $5,000 limit - guess we can't ignore rollovers now (2 replies)
  138. Charging for distribution packages (2 replies)
  139. Minimum Required Distribution on After Tax Monies (1 reply)
  140. loans from DB plans (3 replies)
  141. involuntary cash outs - new rules - looking for input (0 replies)
  142. Distributions "in kind" of nonmarket assets (3 replies)
  143. Eliminating Loan Program to Allow Hardship One Year Amending to Allow Loans the Next Year (1 reply)
  144. Timing of Dsitribution Issue... (0 replies)
  145. Spousal Consent exceptions? (4 replies)
  146. Participant Loans and Involuntary Cash Out (2 replies)
  147. Accepting loan payoff for a loan that should have been offset. (4 replies)
  148. Loan default amount (4 replies)
  149. Rollover of after tax (1 reply)
  150. Distributions in a Small Medical Practice (10 replies)
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